i think this is just another indicator that tax law changes do change behavior, there's no doubt about it. david: wait a minute, you're disagreeing with the great warren buffett? [laughter] >> it's easy to do on this case. the evidence is pretty clear. david: it seems clear this year, that's for damn sure. yep. >> so, charlie, i mean, folks have to do something with their money. what do you expect to happen with the markets in the very near term as we approach the end of the year and after we have some sort of decision or no decision after the first of the year? >> well, i think we'll get some sort of a decision on the cliff between the 18th and christmas. i guess president obama is scheduled to go to hawaii later in the month. i think he probably has a deadline before that date, but we'll get some sort of a decision. i have a feeling that we're going to go over the cliff. it's not going to be the end of the world for the economy. i think business has been talking for years now, a couple years now about the need for certainty, and if this, the fact that we do go off the cliff provides